MWM
COMT icon

Mascoma Wealth Management’s iShares GSCI Commodity Dynamic Roll Strategy ETF COMT Stock Holding History

Mascoma Wealth Management’s Portfolio COMT Stock Details COMT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-810
Closed -$20.9K – 463
2025
Q2 		$20.9K Hold
810
– – ﹤0.01% 256
2025
Q1 		$21.4K Hold
810
– – 0.01% 256
2024
Q4 		$20.5K Hold
810
– – 0.01% 272
2024
Q3 		$21K Hold
810
– – 0.01% 260
2024
Q2 		$22.1K Hold
810
– – 0.01% 260
2024
Q1 		$21.9K Hold
810
– – 0.01% 255
2023
Q4 		$20.3K Hold
810
– – 0.01% 266
2023
Q3 		$23.6K Hold
810
– – 0.01% 258
2023
Q2 		$23K Buy
+810
New +$21.3K 0.01% 258
2023
Q1 		– Sell
-21
Closed -$592 – 600
2022
Q4 		$592 Sell
21
-12,107
-100% -$432K ﹤0.01% 601
2022
Q3 		$433K Buy
12,128
+347
+3% +$13.3K 0.15% 74
2022
Q2 		$482K Buy
+11,781
New +$500K 0.16% 72

Other funds holding COMT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TCM
Tradewinds Capital Management Bellingham, Washington $504M AUM 40.92% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
TPWA
TRUE Private Wealth Advisors Salem, Oregon $1.05B AUM 19.14% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return
VWM
VCI Wealth Management St Louis, Missouri $361M AUM 23.02% 1-Year Est. Return
NL
NWAM LLC Mercer Island, Washington $1.74B AUM 32.48% 1-Year Est. Return